The x12 Transaction Set contains the format and establishes the data contents of the Contract Pricing Proposal Transaction Set (805) cover sheet and pricing support detail for use within the context of an Electronic Data Interchange (EDI) environment. This transaction set enables the transmission of cost and pricing data for a given contract action and provides pricing support detail data or references where that data can be found in the proposal.

This transaction set provides for the transmission of planning, scheduling, and status information. The purpose of this transaction set is to establish an initial plan, report progress against the plan, and report changes to the plan. It is designed to serve the needs of government agencies, prime contractors and their subcontractors.

The 810 Invoice is the electronic version of the paper-based invoice document. It is typically sent in response to an EDI 850 Purchase Order as a request for payment once the goods have shipped or services are provided.

This transaction set provides for the billing or reporting of complex and structured service invoice/statement detail. This standard can be used by organizations who are interested in sending or receiving either consolidated or standalone invoices for service arrangements which require processing other than that done for the typical product invoice. The Consolidated Service Invoice/Statement can be used as a credit/debit memo to differentiate between payable invoice items and information-only memo items. This transaction set should not be used as a standalone notification of a credit/debit adjustment.

The Credit/Debit Adjustment transaction set is used to communicate an adjustment to the charges for products or services. It is the equivalent of a paper credit or debit memo. An 812 may be used by a seller to notify its customer of an increase or decrease in the amount the customer is being charged, relative to a previously transmitted invoice.

The transaction set can be used to provide the data format required for cryptographic key management including the automated distribution and exchange of keys. The mechanism uses X12 structures and data formats and is based on existing standards such as X509 and ANSI X3 and X9 developed by the Accredited Standards Committees (ASCs) X9 and X12. The standard provides an X12 format for key distribution and exchange. The Cryptographic Service Message (CSM) transaction conveys the pertinent keying material for use in the EDI environment. The business requirements addressed in this standard for the key management data encompasses distribution and exchange of keying material in support of authentication, encryption and assurances.

This transaction set can be used to transmit pertinent information about a parent organization, its members and the relationship of a member to another member, and/or to the parent organization. A parent organization could be an association, a multi-hospital system, a chain of retail stores, a holding company, etc. This transaction set can be used to convey the identity and relationship of members to a parent organization; identify eligibility to purchase under the terms and conditions negotiated by a parent organization on behalf of its members; and to update application databases.

This transaction set can be used to allow a retailer to advise a trading partner of commission sales and salary information. Commission data enables a trading partner to reconcile commission payments and salary support.

The transaction set can be used to transmit periodic expense details from the operator of an asset to the various owners of that asset (e.g., the operation of a petroleum lease or property having multiple owners).

This transaction set provides the EDI format for transmitting information relating to payments. It is typically used in conjunction with an electronic transfer of funds for payment of goods, insurance premiums or other transactions. The actual funds transfer is often coordinated through the Automated Clearing House (ACH) system, and an 820 may be effectively wrapped in an ACH banking transaction.

The 822 EDI document is most often sent by a bank to report balances, service charges, and similar transactions to corporate clients. After the 822 Account Analysis is received, a 997 Functional Acknowledgment is sent back from the receiver indicating that the 822 Account Analysis was successfully received.

The transaction set can be used to provide the ability to report the results of an application system's data content edits of transaction sets. The results of editing transaction sets can be reported at the functional group and transaction set level, in either coded or free-form format. It is designed to accommodate the business need of reporting the acceptance, rejection or acceptance with change of any transaction set. The Application Advice should not be used in place of a transaction set designed as a specific response to another transaction set (e.g. purchase order acknowledgment sent in response to a purchase order).

The Debit Authorization transaction set can be used to provide information from the paying entity to the financial institution regarding debits that the paying entity has authorized against its account. The financial institution would hold this information then match it against incoming debits to determine whether those debits have been authorized by the account holder.

The transaction set can be used to provide for customary and established business practice relative to the transfer of forecasting/material release information between organizations. The planning schedule transaction may be used in various ways or in a combination of ways, such as: (1) a simple forecast; (2) a forecast with the buyer's authorization for the seller to commit to resources, such as labor or material; (3) a forecast that is also used as an order release mechanism, containing such elements as resource authorizations, period-to-date cumulative quantities, and specific ship/delivery patterns for requirements that have been represented in "buckets," such as weekly, monthly, or quarterly. The order release forecast may also contain all data related to purchase orders, as required, because the order release capability eliminates the need for discrete generation of purchase orders.

This transaction set can be used by a mortgage originator to request, track and cancel a series of value-added investigative credit reports which are typically required in mortgage lending. It is a collection of borrower information that is needed to order a mortgage credit report.

Can be used by employers, unions, government agencies, associations or insurance agencies to enroll members to a payer. The payer is a healthcare organization that pays claims, administers insurance or benefit or product. Examples of payers include an insurance company, health care professional (HMO), preferred provider organization (PPO), government agency (Medicaid, Medicare etc.) or any organization that may be contracted by one of these former groups.

Can be used to make a payment, send an Explanation of Benefits (EOB) remittance advice, or make a payment and send an EOB remittance advice only from a health insurer to a health care provider either directly or via a financial institution.

The transaction set can be used by the buyer to notify the seller or other interested parties of the award or pending award of a contract which may contain some indefinite features, such as delivery schedule, location, and/or quantities. This transaction set can also be used for purchasing actions such as the notification of intent to award or actual award of a small business set-aside purchase, notification of being outside of the competitive range, notice of receipt of protest, notice of receipt of a late bid, notice of bid rejection, notice of the disposition of an unsolicited proposal, public notice of the abstract of bids, and the notification of the award of a requirements type contract.

Used to submit health care claim billing information, encounter information, or both, except for retail pharmacy claims (see EDI Retail Pharmacy Claim Transaction). It can be sent from providers of health care services to payers, either directly or via intermediary billers and claims clearinghouses. It can also be used to transmit health care claims and billing payment information between payers with different payment responsibilities where coordination of benefits is required or between payers and regulatory agencies to monitor the rendering, billing, and/or payment of health care services within a specific health care/insurance industry segment.

For example, a state mental health agency may mandate all healthcare claims, Providers and health plans who trade professional (medical) health care claims electronically must use the 837 Health Care Claim: Professional standard to send in claims. As there are many different business applications for the Health Care claim, there can be slight derivations to cover off claims involving unique claims such as for Institutions, Professionals, Chiropractors, and Dentists etc.

This transaction set can be used to request, change, verify or transmit business profile information to or from a trading partner. This information can be used by the receiver to facilitate the processing of the sender's business transactions.

This transaction set provides the transmission of cost and schedule information to support performance measurement (earned value), program management reporting, and contract funds status reporting. This transaction set will also support the Department of Defense (DoD), Department of Energy (DoE), NASA, and other government agency Cost/Schedule Control Systems Criteria (C/SCSC) and funds status reporting requirements. It is designed to serve the needs of government agencies, prime contractors, and their subcontractors.

The transaction set can be used to transmit or request specifications or technical information between trading partners. It can be used to transmit engineering change and engineering change requests. It can also be used to allow EDI trading partners the ability to exchange a complete or partial technical description of a product, process, service, etc. over the same path as any other EDI transaction. The detail area can include graphic, text, parametric, tabular, image, spectral, or audio data. A transmission includes identification information to assist the receiver in interpreting and utilizing the information included in the transaction.Further action as a consequence of the receipt and initial processing of the specification or other technical data may or may not require human intervention. The transmission and receipt of the data may require private agreement between the trading partners to automate the receipt of the data.

The transaction set can be used in the following ways: (1) for a seller of goods and services to provide inventory information to a prospective purchaser, with no obligation to the purchaser to acquire these goods or services; (2) for a representative of a seller of goods and services to supply inventory information to that seller; (3) for one location to supply another location with inventory information; and (4) for an inquiry as to the availability of inventory with no obligation on the seller of goods and services to reserve that inventory.

This standard provides trading partners a means to advise each other of costs and charges involved in fabricated or purchased material or both which has been deemed damaged, unusable, or obsolete. This transaction set is not to be used to submit claims against transportation or insurance carriers. The Material Claim Transaction Set (847) can be used in the following ways: (1) for a seller of material to advise the buyer of costs and charges resulting from order cancellation or change and must be based on the buyer's authorization to fabricate or purchase material or both; (2) for a buyer of material to advise the seller of costs and charges resulting from material which was deemed damaged or unusable.

The transaction set can be used to communicate chemical characteristics, hazards, and precautions for the safe handling and use of a material. The transaction set is intended to convey the information required for a Material Safety Data Sheet (MSDS) as defined by the Occupational Safety and Health Administration (OSHA) Hazard Communication Standard, 29 CFR 1910.1200 in the United States, and Workplace Hazardous Materials Information System (WHIMS) in Canada, and various state, province, and local requirements under right-to-know legislation.

This transaction set provides for the customary and established business and industry practice relative to establishing a schedule of assets and the contractual terms and conditions relating to those assets agreed upon between lessor, lessee, buyer, seller, or any other party needing to establish a precise list of assets.

This transaction set is an important aspect of supply chain visibility. Using 852 transactions, distributors, warehouses or retailers can provide their suppliers with the information they need to plan, ship and set re-order and stocking levels for their products.

This transaction set provides the sender with the capability to transmit detailed routing and carrier information pertinent to a route. This transaction set only provides routing information and does not convey information about a shipping event or provide shipping authorization.

This transaction set is used to enable a carrier to notify a shipper or consignee of discrepancies between tendered freight and actual delivered freight. Delivery discrepancy data enables a party to track and control damages, overages, and shortages. This transaction set is not used to acknowledge receipt of goods.

The EDI 856 may be the most complicated document to implement for suppliers. Each trading partner can have very different requirements, which puts the burden on the supplier to support many different formats. The ASN also becomes a data collection issue because of the volume of data points that must be captured and transmitted back to the trading partner. For example, each carton in a shipment may be assigned a unique barcode identifier that must be transmitted back to the trading partner.

This transaction can be used to report the receipt of shipments or as a formal acceptance of returned defective items. In the case third-party receiving, such as a drop-shipment, the sender may transmit an 861 to report to the purchaser that the shipment was received.

The EDI 862 Shipping Schedule transaction set details actual shipping requirements. These shipping instructions would replace those forecasted in a previous Planning Schedule 830 transaction, though the 862 does not actually replace the 830.

The transaction set can be used to transmit the results of tests performed to satisfy a specified product or process requirement. This includes, but is not limited to, test data such as inspection data, certification data, and statistical process control measurements.

This Transaction Set is the electronic equivalent of a Text Message. This transaction is designed for the transmission of various communications in a human-readable form, rather than for computer processing.

The transaction set can be used to convey acceptance or rejection of changes to a previously submitted purchase order by the seller or to notify the buyer of changes initiated by the seller to a previously submitted purchase order by the seller.

The transaction set can be used to provide for the receiver of goods to request the order in which shipments of goods arrive at one or more locations, or to specify the order in which the goods are to be unloaded from the conveyance method, or both. This specifies the sequence in which the goods are to enter the materials handling process, or are to be consumed in the production process, or both. This transaction set shall not be used to authorize labor, materials, or other resources. This transaction set shall not be used to revise any product characteristic specification.

The transaction set can be used to: (1) report information about product that has been transferred from one location to another; (2) report sales of product from one or more locations to an end customer; or (3) report sales of a product from one or more locations to an end customer, and demand beyond actual sales (lost orders). Report may be issued by either buyer or seller.

The 867 is similar to the 852 transaction set, which is used by resellers to provide information on product inventory and sales levels to the manufacturers of those products.

The transaction set can be used to request all pertinent information relative to an entire purchase order, selected line items on a purchase order, or selected products/services on a purchase order. Inquiry can also be made for all or a selected portion of the customer's ordered items, all or a selected portion of the customer's unshipped items, or all or a selected portion of the customer's shipped items.

The transaction set can be used to report on the current status of a requirement forecast, an entire purchase order, selected line items on a purchase order, selected products/services on a purchase order, or purchase orders for a specific customer in their entirety or on a selection basis. The transaction set can also be used to report on the current status of single or multiple requisitions. The report format allows for the inclusion of "reasons" relative to the status. This transaction set may also be used to update the supplier's scheduled shipment or delivery dates. This transaction set can result from either an inquiry or a prearranged schedule agreed to by the trading partners.

This transaction can be used by a mortgage originator to request mortgage insurance and to provide supporting information needed to obtain a mortgage insurance commitment on one or several residential mortgage loans. It can also be used, in conjunction with other transaction sets, to provide information needed to obtain an automated underwriting decision from a residential real estate automated underwriting system.

This transaction set can be used to provide for customary and established grocery industry practice relative to the placement of purchase orders for finished goods in a retail or wholesale consumer market. This standard can be used by a retailer or wholesaler organization to request delivery of finished goods from a broker or supplier organization. This transaction set should not be used to convey purchase order changes or purchase order acknowledgment information.

The Grocery Products Purchase Order Change Transaction Set can be used to provide for customary and established grocery industry practice relative to the changing of purchase orders for finished goods in a retail or wholesale consumer market. This standard can be used by a retailer or wholesaler organization to request a change to a previously submitted purchase order. Changes are accomplished by restating the value of the data elements to be changed rather than indicating the difference between the old and new value.

This transaction set is used to provide for customary and established grocery industry practice relative to billing details for finished goods in a retail or wholesale consumer market. The transaction set can be used by the supplier or broker organization to request payment from a retailer or wholesaler organization. This transaction set is to be used for standalone detail billing and cannot be used for statement billing or credit/debit adjustments.

This transaction set can be used by a manufacturer or manufacturer's agent to communicate coupon redemption detail and the associated store tag detail necessary for reconciliation to a distributor's or distributor's clearinghouse invoice.

This transaction set can be used to summarize detailed delivery, return and adjustment information which was previously reconciled at time of delivery in a retail direct store delivery environment, and also to request payment for the products delivered. This transaction set will provide only a summary of direct store deliveries and adjustments without product detail.

This transaction set is initiated by a manufacturer and provides for customary and established business and industry practice relative to informing a broker or retailer/wholesaler how funds should be allocated in a market development program.

This transaction set provides for customary and established business and industry practice relative to communicating settlement information associated with a single market development fund event. This transaction set is multidirectional between trading partners.

This transaction set is used to enable a retailer, wholesaler or broker to provide detailed attributes of a retail store such as store number, size of store, class of trade, product category information, customer demographic information, or marketing, etc. to a trading partner.

This transaction set can be used to enable a broker or manufacturer to communicate retail store level information such as condition of products, shelf space allocation, store conditions, marketing programs in effect, information on competitor products, selective pricing information, display information, etc.

This transaction set is used by a manufacturer to notify a distributor, retail clearing house, manufacturer's agent or broker of the issuance of coupons and to provide information necessary for processing.

This transaction set can be used by a broker, distributor or manufacturer and provides for customary and established business and industry practice relative to the announcement of promotion allowance amounts, dates and performance conditions that may apply; the replacement of a previously transmitted promotion in its entirety; the cancellation of a previously transmitted promotion; changes to promotion dates; or acceptance of a promotion offered by a broker or supplier. This transaction set is multidirectional between trading partners.

This transaction set can be used by a seller to request information about a deduction from an invoice. It can also be used by a seller's agent or buyer to provide complete details needed to resolve deduction amounts.

The transaction set can be used by distributors and brokers to request complete item information from the manufacturers, suppliers, brokers, or agents. The item information will be returned using the Item Maintenance Transaction Set (888). This transaction set can be used also to request product activity. The product activity will be returned using the Product Activity Data Transaction Set (852).

The transaction set can be used to enable a distributor or Direct Store Delivery (DSD) vendor to communicate adjustments to a DSD delivery or to acknowledge the completion of a delivery. The transaction set contains changes to the Delivery/Return Base Record identified during the check-in procedure. A Delivery/Return Acknowledgment and/or Adjustment Transaction containing no changes is considered to be an acceptance of the preceding Base Record or Adjustment. The transaction set will contain only the detail data which is to be changed.